MHA | FAQs: Using Trusts for Tax & Financial Planning

FAQs: Using Trusts for Tax & Financial Planning

Posted on: January 18th 2024 · read

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Trusts offer a way to protect your assets, such as property, cash or investments, and facilitate the transfer of assets to your nominated beneficiaries.

However, it can be difficult to keep up with the tax rules for Trusts, and confusing to understand how they work in different scenarios.

In this document, we spotlight some frequently asked questions about Trusts and provide guidance for differing circumstances.

Watch now: Using Trusts for Tax & Financial Planning

Using Trusts for Tax & Financial Planning


For further guidance, you can watch our on-demand webinar to learn how Trusts can be used to maintain control of your assets, the tax benefits, and the scenarios where different types of Trusts should be used.

Risk warnings / Important information

MHA Caves Wealth is authorised and regulated by the Financial Conduct Authority (FCA), Financial Services Register number 143715 and is a legally independent financial service and wealth management business who alone takes full responsibility for the advice they provide. Information and comment provided by MHA Caves Wealth in this document is generic in nature and should not be construed as personal financial advice.

This communication is for general information only and is not intended to be individual investment advice, recommendation, tax or legal advice. The views expressed in this article are those of MHA Caves Wealth or its staff and should not be considered as advice or a recommendation to buy, sell or hold a particular investment or product.

In particular, the information provided will not address your personal circumstances, objectives, and attitude towards risk. Therefore, you are recommended to seek professional regulated advice before taking any action.

Tax, Trusts, and Estate Planning Services are not regulated by the Financial Conduct Authority.

Contact Us To discuss this topic further or for any questions on personal tax matters, please contact our tax team. Contact the tax team
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